The CFN Team
Our Unique Management Approach focuses on:- Personalized service
- Effective communication
- Providing a full array of our unique products & services
- Remarkable team atmosphere
Offering a diverse Management team, we are positioned to help our personal clients manage all aspects of their financial, insurance, tax, and retirement needs.
Representative Associates will likewise benefit from our Management Team's diversity, responsiveness, innovation, and unique program offerings.
Please Take This Opportunity To Meet Our Team
President/Chief Executive Officer
CampisiJ@campisifinancial.com
Joe is the heart and vision of the CFN team! A graduate of Temple University in Philadelphia, PA, Joe has been a tax and financial specialist for over 25 years.
Joe recognizes the importance of balancing profession, community and family. He is a highly respected and active member in the financial field as well as in his community, actively supporting many local charities. He is on the Board of Directors for Generation Hope™. He holds memberships in the Financial Planning Association (FPA) and the National Association of Enrolled Agents (NAEA), the Pennsylvania Society of Enrolled Agents (PSEA), the Accreditation Council for Accountancy and Taxation (ACAT) and numerous other professional organizations.
Joe holds the following professional licenses, or designations:
- Certified Financial Planner (CFP); CFP Board
- Certified Wealth Preservation Planner(CWPP™)
- Enrolled Agent (EA); U.S. Department of Treasury, No. 46619
- Accredited Tax Advisor (ATA); Accreditation Council for Accountancy and Taxation
- Series 6 - Investment Company Products/Variable Contracts Limited Representative
- Series 7 - General Securities Representative
- Series 22 - Direct Participation Programs Limited Representative
- Series 24 - General Securities Principal
- Series 31 - Managed Futures
- Series 63 - Uniform Securities Agent State Law Examination
- Series 65 - Uniform Investment Advisor Law Examination
- Life Insurance Agent - Accidental and Health, Life and Fixed Annuities, Variable Annuities
Chief Operating Officer
Notary Public
CampisiR@campisifinancial.com
Rhonda is the foundation and strength of the CFN team focusing on Human Resources, Finance, Customer Relations and day-to-day activities at CFN Corporate Headquarters. With over 20 years of experience in Accounting and Tax services, she utilizes this expertise to ensure that internal and external company functions are professionally coordinated to maximize client satisfaction.
Byron J. Leach
Certified Public Accountant
Candidate for CFP Certification
LeachB@campisifinancial.com
Byron is a strong-arm of the CFN team, acting as the bridge between clients and the various revenue departments while making sure all of their accounting and tax planning and preparation needs are fulfilled. His 25 years of experience is a large asset to CFN, all of our clients and representatives.
Byron is a member of the American Institute of Certified Public Accountants and Pennsylvania Institute of Certified Public Accountants.
Mike Shultz
Director of Information Systems
ShultzM@campisifinancial.com
Mike is an intricate member of the CFN team, assuring that our internal and external communication and data systems operate proficiently. Mike's extensive knowledge of IT systems, internet protocol, software programs and server administration provides our internal staff, representatives, clients and perspective clients with state of the art systems and website access. Mike is also well versed in Disaster Prevention & Recovery.
Heather Clarke
Registered Representative
ClarkeH@campisifinancial.com
Heather holds a key multi-functional role on the CFN team, interacting with both our clients as well as Registered Representatives. Heather's expertise in building and implementing all facets of client financial planning is brought to our clients through her proficient implementation of our "Facts of Life" program. Her expertise in the financial/insurance field drives her to provide excellent customer service, aiding clients in organizing their goals and understanding their needs by actively listening and providing relevant education.
Gina Ricchetti
Director of Marketing and Public Relations
RicchettiG@campisifinancial.com
Gina is the new face at CFN. She coordinates all events for clients and reps alike. Gina's degree from Penn State University is in Advertising and Public Relations. In addition, she has over 3 years of experience in marketing and project management allows her to make sure CFN is always smiling.
Diane Romano
Administrative Assistant and Mortgage Processor
RomanoD@campisifinancial.com
Diane is a "welcome" addition to our CFN team, greeting clients and representatives! She supports our investment and tax processes and is our client contact for the mortgage application process.